Various solutions for your investment needs
Professional management
Built-in diversification
Liquidity
Affordability
Convenience
Hawaiian Tax Free Trust
Pacific Capital Tax Free Funds
- Tax Free Securities Fund Fact Sheet (PDF)
- Tax Free Securities and Short Intermediate Fund Semi-Annual Financials and Additional Information (PDF)
- Tax-Free Securities Fund Annual Financials and Additional Information (PDF)
- Tax Free Securities Fund Prospectus (PDF)
- Tax Free Securities Statement of Additional Information (PDF)
- Tax Free Securities Fund SEC Filings
- Tax-Free Securities Fund - Tailored Shareholder Report (Annual) Class Y (PDF)
- Tax Free Securities Fund – Tailored Semi-Annual Shareholder Report (Y Class) (PDF)
- Q1 Portfolio Holdings (PDF)
- Q3 Portfolio Holdings (PDF)
- Proxy Voting Records (N-PX) – Tax Free Securities Fund: EDGAR Search Results
- Information Statement for Tax Free Short Intermediate Fund and Prospectus for Tax Free Securities Fund (Effective end of day March 20, 2026, the Tax Free Short Intermediate Fund merged into the Tax Free Securities Fund)
The Asset Management Group of Bank of Hawaii provides investment advisory and other services to the Pacific Capital Funds and Hawaiian Tax-Free Trust and receives fees for those services.
Before purchasing a mutual fund, you should carefully consider its investment objectives, risks, charges and expenses. This and other important information is contained in the prospectus. Please read it carefully before investing.
MUTUAL FUNDS AND NON-BANK INVESTMENTS: ARE NOT FDIC INSURED • MAY LOSE VALUE • HAVE NO BANK GUARANTEE.
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